See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,686 | $57,165-27.1% | - | $125,391-66.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | - | 83.2%-33.2pp |
| Annual return | -0.94% | 36.23%-37.2pp | - | 282.22%-283.2pp |
| Employer contribution / active EE | $1,445 | $3,571-59.5% | - | $4,866-70.3% |
| Participant deferral / active EE | $2,854 | $3,322-14.1% | - | $5,352-46.7% |
| Admin fee / account holder | $285 | $2,996-90.5% | - | $9,540-97.0% |